THE SOLUTION TO YOUR TAXES
Established in 2016, Preferred Wealth Financial has garnered nine years of expertise in delivering exemplary financial services. Committed to ethical practices and stringent adherence to tax laws, our firm operates seamlessly across 32 states, providing comprehensive assistance year-round.
We express our gratitude for entrusting us with your business. At Preferred Wealth Financial, our mission extends beyond expeditious service to prioritize precision and accuracy in every financial endeavor. We deeply value our clients and their trust, and it is our privilege to serve you with excellence.
Why Partner With Preferred Wealth?
This is a PaWe’re more than a software plug-in — we’re a community of Tax Professionals who believe in ethics, excellence, and empowerment.
You’ll gain the tools, guidance, and mentorship to build a successful business that serves your clients with integrity and results.ragraph Font
Why Choose Us?
How We Can Help
At Preferred Wealth Financial, we’re here to make managing your finances simpler, clearer, and more secure—every step of the way.
We ensure your taxes are filed accurately and on time
We don’t disappear after tax season. Whether it’s a question in July or a strategy session in November, we’re here all year long.
We help business owners stay aligned with financial regulations while building smarter systems for growth and sustainability.
From navigating deductions to planning for your future, we offer insights tailored to your specific needs and goals.
You’ll always know where you stand. We value honest communication, clear processes, and doing things the right way.
SERVICES
Our Areas of Expertise
We proudly serve individuals and businesses across 32 states with the following areas of expertise:
Individual & Business Tax Preparation
Individual and family tax returns
Small business tax filings for sole proprietorships and LLCs
Refund Optimization
We dive deep to uncover every deduction, credit, and benefit you qualify for, maximizing your tax refund with precision.
Audit Support
Our team works with you to prepare documentation, communicate with the IRS, and resolve issues efficiently.
Year-Round Tax Support
Guidance and assistance throughout the year to provide guidance, answer questions, and help with tax planning strategies
For Business Owners & Self-Employed Clients
To ensure your return is prepared accurately, please complete both forms:
Client Intake Form
Self-Employed (SE) Intake Form
W-2 Employees — Start Here
If you received W-2 income (and no self-employment income), please complete the form below to get started:
Testimonials
Preferred Wealth Taxes is truly the best tax company out there! Icelynn and her team are highly knowledgeable and always ready to help. I found them to be efficient and very reliable, making my experience smooth and easy. They answered all my questions and made sure I understood everything. Since I started working with them, I have saved a lot of money on my taxes over the past few years. Their expertise really made a difference for me. I was worried about doing my taxes correctly, but they took care of everything with such professionalism. I am so glad I chose them for my tax needs. If you are looking for great tax professionals who you can trust, I highly recommend Preferred Wealth Taxes. You won’t be disappointed at all! They truly are the best, and I’m grateful for their support!
Kevaniesha Snearl
I used to file my taxes through turbo tax and do them myself. I always had a small bit of anxiousness due to not feeling fully secure when I hit the submit button. Now I have an actual tax professional and Icelynn is THEE best! I feel if anything ever happens I feel safe and secure and that is important with ANY relationship professional or not. I love the professionalism, and the personalization she provides, she does not make me feel just like a "client" but actual "family" and I love that for me!!! You should definitely go to Preferred Wealth Financial.
Unyque Williams
She so professional, very kind ,A does things in a timely manner. preferred wealth financial has been doing my taxes for years. She’s very good at what she does she’s very helpful and very informative and I just want to say thank you !!!!!
TEARA MAYNARD
Icelynn is wonderful to work with. She is extremely professional and efficient. She creates a safe space for all questions! Will be a return client for the foreseeable future!
nova Williams
Icelynn gets 5 stars from me & more !! I’ve been getting my taxes done by her for 4 years including this one ! I know shell always get me right & FAST ! I recommend everybody check her out asap !!
Sydni brown
Icelynn is a very thorough tax preparer. & i appreciate her honesty more than anything. my taxes can get a bit complex with my working PRN/agency throughout the year & she made sure we had all things in order. Thank you Icelynn!
daja canada
Every year I tell myself I'm going to file for myself, but each year I find a reason to use a tax pro. I don't think of anyone else besides big Ice (not the little one) from Preferred Wealth Financial! Do you know I had questions that weren't tax related and she referred me to some people, and even followed up after to make sure I got it taken care of. If that isn't customer service I don't know what is! Thank you Icelynn!
ASHLEY T
Icelynn Hamilton has been preparing my taxes for four years now, and each time I was very satisfying. She is very professional and always prepare my taxes promptly. Thank you so very much for all that you do! She and her team always respond and answers any questions or concerns that you may have.
CHERIE KIDD
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